See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,040 | $156,846-59.8% | $121,098-47.9% | $139,434-54.8% |
| Participation rate | 86.7% | 76.4%+10.3pp | 69.5%+17.2pp | 80.3%+6.3pp |
| Annual return | 13.64% | 1474.56%-1460.9pp | 985.75%-972.1pp | 372.94%-359.3pp |
| Employer contribution / active EE | $3,003 | $5,536-45.8% | $4,164-27.9% | $4,751-36.8% |
| Participant deferral / active EE | $5,371 | $4,844+10.9% | $4,080+31.6% | $6,710-20.0% |
| Admin fee / account holder | $1,362 | $6,946-80.4% | $5,644-75.9% | $11,403-88.1% |